Introduction to Neon CRM

Introduction to Neon CRM

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About this course

Welcome! In this certificate-providing course, we'll cover:

  • why non-profits use a CRM,
  • what NeonCRM does for non-profits,
  • and how we got here.

Curriculum

  • Learning Objectives
  • Neon CRM : The Need
  • Let's Start with a Story
  • The Story Continues...
  • How Nonprofits work best
  • Neon CRM: Who We Are
  • A Focus on What Really Matters
  • Our Mission
  • Neon CRM: Knowing Your Supporters
  • Knowing your Supporters Video
  • Analyze Your Data
  • Installing new software
  • Neon CRM: Grow Your Relationships
  • As a Platform
  • Moves Management
  • Communications
  • Membership & Associations
  • Workflows
  • Neon CRM: Updating Data in the CRM
  • Updating Through Forms
  • Users
  • Neon CRM: Raising More
  • Revenue Streams
  • Fundraising
  • Events & Ticketing
  • Acknowledgements
  • NeonCRM: Additional Features
  • Neon CRM as a Scalable Product
  • Custom Objects
  • Who Used NeonCRM: Three Profiles
  • Preservation Houston
  • Organization of Chinese-Americans ( OCA National)
  • Lawrence Humane Society

About this course

Welcome! In this certificate-providing course, we'll cover:

  • why non-profits use a CRM,
  • what NeonCRM does for non-profits,
  • and how we got here.

Curriculum

  • Learning Objectives
  • Neon CRM : The Need
  • Let's Start with a Story
  • The Story Continues...
  • How Nonprofits work best
  • Neon CRM: Who We Are
  • A Focus on What Really Matters
  • Our Mission
  • Neon CRM: Knowing Your Supporters
  • Knowing your Supporters Video
  • Analyze Your Data
  • Installing new software
  • Neon CRM: Grow Your Relationships
  • As a Platform
  • Moves Management
  • Communications
  • Membership & Associations
  • Workflows
  • Neon CRM: Updating Data in the CRM
  • Updating Through Forms
  • Users
  • Neon CRM: Raising More
  • Revenue Streams
  • Fundraising
  • Events & Ticketing
  • Acknowledgements
  • NeonCRM: Additional Features
  • Neon CRM as a Scalable Product
  • Custom Objects
  • Who Used NeonCRM: Three Profiles
  • Preservation Houston
  • Organization of Chinese-Americans ( OCA National)
  • Lawrence Humane Society